Cofounder & Chief Growth Officer at Business Automation OS (2025-11 – 2026-08)
Designed and implemented customer journey automation strategy for service-based businesses. Built sophisticated lifecycle and automation infrastructure from the ground up using GoHighLevel, Claude AI, and Make.com integrations.
- Architected customer segmentation and targeting strategies based on behavioral triggers and customer signals to identify which customers to prioritize and when. Created personalized lifecycle workflows that delivered relevant, targeted messaging aligned with customer journey stage and made customers feel genuinely spoken to.
- Designed and built AI-powered customer chat and voice demo agents using Claude and GoHighLevel, creating human-sounding conversational experiences across phone, web, and text channels. Ensured all outputs were clear, accurate, and aligned with customer service and prospect evaluation goals.
- Owned customer journey mapping and automation across multiple service verticals, coordinating email and SMS messaging strategies with behavioral triggers to deliver seamless, timely customer experiences.
- Implemented email marketing strategy using GoHighLevel and Instantly.ai, optimizing for deliverability best practices and preparing to scale sending across growing customer base.
Director of Marketing and Operations at The Holistic Healing Center (2022-11 – 2025-06)
Founded and scaled retention marketing automation system from the ground up. Owned complete lifecycle marketing strategy including email, SMS, and customer journey automation.
- Architected advanced customer segmentation strategy based on purchase frequency, purchase type, and engagement level.
- Designed and tested personalized email workflows, SMS campaigns, and post-visit nurture sequences.
- Tested different approaches, timing, and messaging across customer lifecycle stages to optimize for engagement and repeat purchases.
- Built complete customer segmentation strategy and automated lifecycle workflows including welcome flows, abandoned service recovery, and promotional campaigns.
- Drove 22% year over year revenue growth through data-driven retention marketing strategy and strategic customer communications.
- Helped 550+ clients achieve health and wellness goals through targeted retention programs, driving significant increases in membership retention and repeat purchases.
Retention Marketing Manager at Branded Holdings (2017-03 – 2019-09)
Led lifecycle marketing and experimentation strategy across five consumer brands in financial services. Built a program for the first brand, tested approach, and scaled to additional brands.
- Built lifecycle marketing programs and automation infrastructure from scratch for the first brand, then scaled strategy and execution across four additional brands managing millions of customer communications. Implemented chatbot automation using ManyChat to improve customer engagement and response times.
- Recovered $1M+ in abandoned revenue in seven months for a single brand through advanced segmentation and testing, then proved the model and scaled it across four additional brands, driving 350% engagement growth across the entire portfolio.
- Designed experimentation framework with defined hypotheses around customer messaging across lifecycle stages. Ran A/B tests on subject lines, email copy, timing, sending frequency, and customer segmentation, establishing measurement windows and success criteria. Analyzed performance data and iterated strategy based on learnings.
- Wrote all customer-facing email and SMS copy and communications, then oversaw creative output as team scaled. Designed and executed A/B testing on subject lines, copy variants, CTAs, and send timing.
- Built complete email, SMS, and push notification marketing infrastructure from the ground up, integrating CRM and product data systems to enable targeting and measurement.
- Led teams of copywriters and vendors across five brand portfolio, setting standards and coordinating strategy across multiple concurrent campaigns.
- Built performance dashboards and reported results to leadership, translating data insights into strategic recommendations that shaped ongoing initiatives.
Client Success and Product Manager at Digi-Me, a JSTN Company (2013-05 – 2017-03)
Managed 30+ enterprise client accounts and drove product innovation by analyzing performance data and identifying strategic gaps. Worked directly with Fortune 500 clients including Verizon, GE, ADP, Prudential Financial, Bank of America, and MGM Grand.
- Conducted deep-dive analysis of client performance metrics and engagement data. Identified critical gaps in how clients were creating and distributing content, then developed two new video product lines to address those gaps.
- Tested new product offerings across different engagement metrics and distribution modalities. Both new products significantly outperformed legacy offerings: 500% increase in user engagement, 71% reduction in media spend, and higher profitability. Both became the company's top selling products.
- Designed retention-driven marketing campaigns leveraging email analytics, video engagement testing, and CRM integrations using Mailchimp and HubSpot. Improved client retention by 76% through targeted communication strategies and performance optimization.
